A computerized system and method for preparing at least one tax return, including, but not limited to: accepting tax information, by at least one accounting module, for the at least one tax return from at least one user; processing the tax information, at the at least accounting module, so that at least one third party tax software application can utilize the tax information to calculate the at least one tax return; and providing calculated results of the at least one tax return, from the at least one accounting module, to the at least one user; wherein third-party software is utilized to calculate the at least one tax return so that the at least one accounting module does not need to calculate the at least one tax return.
Legal claims defining the scope of protection. Each claim is shown in both the original legal language and a plain English translation.
1. A computerized method for preparing a plurality of tax returns for a plurality of users, including, but not limited to: performing processing associated with accepting tax information related to a tax return, by at least one calculating device comprising at least one batch processor module and at least one data cruncher module, for the plurality of tax returns, wherein each tax return is associated with at least one of the plurality of users, wherein the tax information is accepted using a connection distributed using a load balancer that sends traffic to an available web server enabling the plurality of users simultaneous access to the at least one calculating device; performing processing associated with processing the tax information, at the at least one batch processor module, so that at least one third party tax software application can utilize the tax information to calculate each of the plurality of tax returns; performing processing associated with providing the processed tax information, with the at least one batch processor module, to the third party tax software application so that the at least one calculating device does not need to prepare each of the plurality of tax returns; performing processing associated with receiving prepared results of each of the plurality of tax returns, at the at least one calculating device, from the third party tax software application; performing processing associated with providing the prepared results of each of the plurality of tax returns, from the at least one calculating device, to the user associated with each of the plurality of tax returns; performing processing associated with receiving, at the at least one calculating device, at least one command from at least one of the users to prepare and file at least one of the plurality of tax returns or to recalculate at least one of the tax returns; in response to the at least one command to file at least one of the plurality of tax returns, performing processing associated with processing the prepared results of the one of the plurality of tax returns to be filed, at the at least one data cruncher module, so that at least one third party transmitting software application can utilize the prepared results to prepare and file the one of the plurality of tax returns to be filed; and performing processing associated with providing the prepared results, with the at least one data cruncher module, to the third party transmitting software application so that each of the plurality of tax returns to be filed can be filed with at least one tax collecting entity.
A computerized system prepares tax returns for multiple users by accepting tax information through a load-balanced web server accessible to all users simultaneously. This tax information is then processed by a batch processor and data cruncher to be compatible with third-party tax software. The system provides the processed data to the third-party software for tax calculation, receives the calculated results, and delivers them to the corresponding user. Users can command the system to file or recalculate returns. When filing, the data cruncher prepares the results for a third-party transmitting application, enabling the system to file returns with the relevant tax authorities using external software.
2. The method of claim 1 , wherein the at least one batch processor module further comprises at least one status interpreter module, the method further comprising: performing processing associated with receiving, with the at least one status interpreter module, at least one response from at least one tax collecting entity in response to providing the prepared results; performing processing associated with processing, with the at least one status interpreter module, the at least one response to generate at least one interpreted response comprising descriptive information derived from at least one code in the at least one response; and performing processing associated with providing the at least one interpreted response, from the at least one status interpreter module, to at least one of the users.
The tax return system (where a batch processor module and data cruncher prepare tax returns for multiple users, accepting data through a load-balanced web server, processing data for third-party tax software, providing the processed data, receiving results, delivering results to users, and allowing users to command filing or recalculation, using third-party software for filing) also includes a status interpreter module. This module receives responses from tax collecting entities after filing, processes these responses to generate descriptive information (interpreted responses) derived from the response codes, and then provides these interpreted responses to the relevant user, offering user-friendly feedback on the filing status.
3. The method of claim 1 , wherein the recalculating is done so that information can be modified or errors can be corrected.
The tax return system (where a batch processor module and data cruncher prepare tax returns for multiple users, accepting data through a load-balanced web server, processing data for third-party tax software, providing the processed data, receiving results, delivering results to users, and allowing users to command filing or recalculation, using third-party software for filing) allows users to recalculate their tax returns so they can modify information or correct errors. The system uses the same process of data input, third-party calculation, and result delivery for these recalculated returns.
4. The method of claim 1 , further comprising: providing limited information about the calculated results from the at least one web server to at least one call center representative.
The tax return system (where a batch processor module and data cruncher prepare tax returns for multiple users, accepting data through a load-balanced web server, processing data for third-party tax software, providing the processed data, receiving results, delivering results to users, and allowing users to command filing or recalculation, using third-party software for filing) provides limited information about the calculated tax return results from the web server to call center representatives. This allows customer support to address user inquiries.
5. The method of claim 4 , wherein the limited information includes, but is not limited to: whether or not a return has been filed; whether or not a return has been received; the amount of the return; or any combination thereof.
In the tax return system where limited information about calculated results is provided to call center representatives, the limited information includes details like whether a return has been filed or received, the amount of the return, or a combination of these, enabling the representatives to answer common user questions efficiently. This relies on the system where a batch processor module and data cruncher prepare tax returns for multiple users, accepting data through a load-balanced web server, processing data for third-party tax software, providing the processed data, receiving results, delivering results to users, and allowing users to command filing or recalculation, using third-party software for filing.
6. The method of claim 1 , wherein the at least one batch processor module constantly takes the tax information at least one user has entered, and calculates at least one of the tax return results based on the entered tax information, so that the at least one user can know the at least one tax return results prior to transmitting to the third party transmitting software application.
In the tax return system (where a batch processor module and data cruncher prepare tax returns for multiple users, accepting data through a load-balanced web server, processing data for third-party tax software, providing the processed data, receiving results, delivering results to users, and allowing users to command filing or recalculation, using third-party software for filing), the batch processor module continuously takes the tax information entered by the user and calculates tax return results. This allows the user to preview results based on the information they've entered, before the data is transmitted to the third-party transmitting software application.
7. A computerized system for preparing a plurality of tax returns for a plurality of users, including, but not limited to: at least one server and/or at least one client coupled to a network; at least one calculating device coupled to the at least one server and/or the at least one client, the at least one calculating device configured for: performing processing associated with accepting tax information related to a tax return for the plurality of tax returns, wherein each tax return is associated with at least one of the plurality of users, wherein the tax information is accepted using a connection distributed using a load balancer that sends traffic to an available web server enabling the plurality of users simultaneous access to the at least one calculating device; performing processing associated with processing the tax information so that at least one third party tax software application can utilize the tax information to calculate each of the plurality of tax returns; performing processing associated with providing the processed tax information, with the at least one accounting module, to the third party tax software application so that the at least one calculating device does not need to prepare each of the plurality of tax returns; performing processing associated with receiving prepared results of each of the plurality of tax returns, at the at least one calculating device, from the third party tax software application; performing processing associated with providing the prepared results of each of the plurality of tax returns, from the at least one calculating device, to the user associated with each of the plurality of tax returns; performing processing associated with receiving at least one command from at least one of the users to prepare and file at least one of the plurality of tax returns or to recalculate at least one of the tax returns; in response to the at least one command to file at least one of the plurality of tax returns, performing processing associated with processing the prepared results of the one of the plurality of tax returns to be filed so that at least one third party transmitting software application can utilize the prepared results to prepare and file the one of the plurality of tax returns to be filed; and performing processing associated with providing the prepared results to the third party transmitting software application so that each of the plurality of tax returns to be filed can be filed with at least one tax collecting entity.
A computerized system prepares tax returns for multiple users using a server and/or client connected to a network, along with a calculating device. The calculating device accepts tax information related to tax returns via a load balancer distributing connections to available web servers, allowing simultaneous user access. It then processes this information for use by third-party tax software, provides the processed data to that software for calculation, receives the calculated results, and provides those results to the respective users. The system also receives commands to file or recalculate returns. Upon receiving a file command, it processes the results for third-party transmitting software to file the returns with tax entities.
8. The system of claim 7 , wherein the at least one application is further configured for: performing processing associated with receiving at least one response from the at least one tax collecting entity in response to providing the prepared results; performing processing associated with processing the at least one response to generate at least one interpreted response comprising descriptive information derived from at least one code in the at least one response; and performing processing associated with providing the at least one interpreted response to at least one of the users.
The tax return system (which uses a server/client network and a calculating device to process tax information, use third-party software for calculation, and handle filing) is configured to receive responses from tax collecting entities after filing. The system processes these responses to generate an interpreted response containing descriptive information derived from codes in the original response. This interpreted response is then provided to the relevant user, offering easier understanding of the filing status and outcomes.
9. The system of claim 7 , wherein the recalculating is done so that information can be modified or errors can be corrected.
The tax return system (which uses a server/client network and a calculating device to process tax information, use third-party software for calculation, and handle filing) allows users to recalculate returns, enabling them to modify information or correct errors. The recalculation process involves re-submission of data, processing with third-party software, and delivery of the updated results.
10. The system of claim 9 , wherein the application is further configured for: providing limited information about the calculated results from the at least one server to at least one call center representative.
The tax return system (which uses a server/client network and a calculating device to process tax information, use third-party software for calculation, handle filing and also recalculations for modifications and error correction) provides limited information about calculated results from the server to call center representatives. This enables the representatives to efficiently answer customer questions regarding their tax returns.
11. The system of claim 10 , wherein the limited information includes, but is not limited to: whether or not a return has been filed; whether or not a return has been received; the amount of the return; or any combination thereof.
The tax return system, where call center representatives receive limited information about calculated tax returns (and also uses a server/client network and a calculating device to process tax information, use third-party software for calculation, and handle filing, recalculations), provides information including whether a return has been filed, whether it has been received, or the amount of the return, or any combination of these.
12. The system of claim 7 , wherein the application is further configured for constantly taking the tax information at least one user has entered, and calculates at least one of the tax return results based on the entered tax information, so that the at least one user can know the at least one tax return results prior to transmitting to the third party transmitting software application.
The tax return system (which uses a server/client network and a calculating device to process tax information, use third-party software for calculation, and handle filing) is configured to constantly take the tax information entered by a user and calculate results, so the user can preview their tax return results before transmitting to the third-party software used for transmitting the return to the tax collecting entity.
Cooperative Patent Classification codes for this invention. Click any code to explore related patents in that topic.
January 21, 2010
June 6, 2017
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